CONGRESS ASSET MANAGEMENT CO
CIK 897378
13F filing for Q2 2026・No. 417
- Holdings
- US$16.25B
- Quarter change
- +US$2.3B
- Entries
- 376
- Net bought (estimate)
- +US$326.92M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 32
- Sold out 73
- Cut 183
- Added 148
- Corporate actions 4
- Unchanged 13
Largest holdings
376 stocks worth US$16.25B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Added | 2,627,947 | US$525.83M | 3.24% |
| AAPLAppleCOM | Cut | 1,609,746 | US$465.8M | 2.87% |
| GOOGLAlphabetCOM | Cut | 1,020,191 | US$364.59M | 2.24% |
| MSFTMicrosoftCOM | Added | 815,323 | US$304.13M | 1.87% |
| AVGOBroadcomCOM | Cut | 738,306 | US$278.9M | 1.72% |
| VVisa IncCOM | Added | 663,519 | US$227.65M | 1.40% |
| GEVGE Vernova Inc.COM | Cut | 192,672 | US$226.36M | 1.39% |
| APHAmphenol CorporationCOM | Added | 1,220,821 | US$215.26M | 1.32% |
| LGNDLigand Pharmaceuticals IncorporatedCOM | Added | 659,911 | US$208.59M | 1.28% |
| ANETArista Networks IncCOM | Cut | 1,176,606 | US$199.88M | 1.23% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 7, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.